AI solutions for professional services firms
Consultancies, agencies and practices sell time. And they spend a good part of it writing proposals, logging hours and assembling reports.
Onde se perde tempo em professional services
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01
Proposals written from scratch
Similar work has been done three times already, but the proposal gets written from the beginning all over again.
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02
Hours logged late and loosely
Timesheets filled in on Friday, from memory. The real margin on a project is only known when it can no longer be fixed.
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03
Knowledge sitting in people heads
Who ran that project, which approach worked, where the document lives. When that person leaves, it all leaves with them.
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04
Client reports built by hand
Every month, the same sheets, the same charts, the same copy and paste.
O que construímos para resolver isto
Proposals from your own history
Builds the proposal from similar projects already delivered, with scope, timeline and pricing.
Internal knowledge assistant
Trained on your own documents. Answers "how did we do this last time" in seconds.
Reports that write themselves
Monthly client reports generated from the data, ready to review.
Utilisation and margin by project
Hours, costs and margin connected to the CRM and the billing system, updated daily.
A proposal request on a Wednesday
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1
An enquiry comes in from a new client in the same sector as three previous projects.
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2
The assistant finds those three and extracts scope, effort and the rates used.
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3
It drafts a proposal with phases, team and estimated investment.
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4
The partner reviews and sends it the same day, instead of the following week.
Choose the right starting point for your company
Every Smartize project is unique. The packages below represent different levels of complexity and customization.
Smart Launch
For small businesses starting their AI journey.
- Business analysis
- Custom AI solution
- 1-2 automated processes
- Basic integrations
- Initial training
- Post-implementation support
Every Smartize project is built from scratch. The prices shown represent different levels of complexity and customization.
Quanto tempo é que a sua operação em professional services perde por semana?
Em 30 minutos mostramos onde a IA pode gerar mais valor no seu caso concreto. Sem compromisso.